Elevation Capital Advisory’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Elevation Capital Advisory’s Portfolio SPMO Stock Details SPMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.04M	Buy	31,212 +27,356	+709%	+$3.86M	1.95%	21
2026 Q1	$432K	Buy	3,856 +831	+27%	+$98.2K	0.18%	63
2025 Q4	$361K	Buy	+3,025	New	+$363K	0.15%	61

Other funds holding SPMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Elevation Capital Advisory's SPMO Position: Q2 2026 in Review

Elevation Capital Advisory increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 709% in Q2 2026, buying an estimated $3.86M and bringing the position to 31,212 shares worth $5.04M. The position accounts for 1.95% of the portfolio, ranked #21.

Elevation Capital Advisory first reported a position in SPMO in Q4 2025 and has held it in 3 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Elevation Capital Advisory held 31,212 shares of Invesco S&P 500 Momentum ETF worth $5.04M as of Q2 2026.
Elevation Capital Advisory bought 27,356 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $3.86M.
Invesco S&P 500 Momentum ETF made up 1.95% of Elevation Capital Advisory's portfolio in Q2 2026, its #21 holding.
Elevation Capital Advisory first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 3 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.